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Salary/Rate
£35000 - £100000+/annum 
Location
Preston, Lancashire  
Posted
08/05/2015 (12:50) 
Agency
Job Type
Permanent 
Description

Due to continued success our client, a well established and fully independent market leader within the financial services industry is actively seeking an experienced, results driven and ambitious Independent Financial Advisor to compliment their growing team on a permanent basis.

Joining a team of over 150 professionally qualified Independent Financial Advisors, key responsibilities will include;

• Provide holistic financial planning to prospective and existing clients, providing professional financial advice to meet customer’s needs and objectives in line with the company’s defined business standards.

• Act in a compliant manner…

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Salary/Rate
£25000 - £40000/annum Earnings are uncapped  
Location
Plymouth, Devon  
Posted
28/04/2015 (14:41) 
Agency
Job Type
Permanent 
Description

Independent Financial Advisor – Self Employed

As our client continues to grow and expand they are seeking to recruit experienced Financial Advisors around Great Britain and Northern Ireland.

You will have a demonstrable track record in financial services with an existing client bank and can work effectively independently and as part of a team. The position requires you to be Qualified to level 4 diploma in financial services and have a commitment to self-employed status.

You will be home based while our client provides full back office professional compliance and systems support. In return your earnings will be uncapped…

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Job Type
Permanent 
Applications
Less than 10  
 
Salary/Rate
£30000 - £45000/annum Self Employed  
Location
Poole, Dorset  
Posted
18/05/2015 (09:15) 
Agency
Job Type
Permanent 
Description

As our client continues to grow and expand they are seeking to recruit experienced Financial Advisers around Great Britain and Northern Ireland.

You will have a demonstrable track record in financial services with an existing client bank and can work effectively independently and as part of a team. The position requires you to be Qualified to level 4 diploma in financial services and have a commitment to self-employed status.

You will be home based while our client provides full back office professional compliance and systems support. In return your earnings will be uncapped with the possibility to earn shares in the company…

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Job Type
Permanent 
Applications
Less than 10  
 
Location
Chesterfield, Derbyshire  
Posted
20/05/2015 (11:48) 
Agency
Job Type
Permanent 
Description

Our client is well respected and established. They specialise in mortgages, protection, equity release and wealth management. Due to organic growth they now require a new experienced Financial Advisor to join the team.

You will have a demonstrable track record in financial services with an existing client bank and can work effectively independently and as part of a team.

The position requires you to be level 4 diploma qualified and have a commitment to self-employed status.

You will be based in their busy office in Chesterfield and will be provided with full back office professional compliance and systems support.

To find out more apply…

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Job Type
Permanent 
Applications
Be First to Apply  
 
Salary/Rate
£35000 - £40000/annum Excellent package 
Location
Colchester, Essex  
Posted
Just Added!
Agency
Job Type
Permanent 
Description

This well established IFA firm based in Colchester deal in a full range of products including Investments, Pensions, Protection and Mortgages on a fully independent basis.

Due to increased demand an exciting opportunity has arisen for an experienced Financial Advisor to join their successful and lively team. The ideal candidate will need to be ambitious and committed to client service, level 4 qualified and have an excellent knowledge of the financial services marketplace with a focus on Pensions and Investments.

You must inspire confidence in corporate and private clients alike and will be expected to develop business relationships…

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Salary/Rate
£35000/annum OTE £55,000 
Location
Central London  
Posted
12/05/2015 (10:35) 
Agency
Job Type
Permanent 
Description

Independent Financial Advisor (Pensions Focus) - Innovative Wealth Advisers
London, W1
Basic salary of £35,000 per annum, OTE £55,000

// About us

We are a well established and highly reputable firm looking to expand the Wealth arm of our business.

// The Independent Financial Advisor (Pensions Focus) Opportunity

We are currently looking for a Pensions Advisor to join their team in Central London.

The role is on a full time, employed based paying a basic salary of £35,000 with a realistic OTE of £55,000 per annum.

The role is mainly telephone based from our Central London office. Working hours are 9am to 6pm and you will be entitled…

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Job Type
Permanent 
Applications
More than 10  
 
Salary/Rate
£50000 - £70000/annum 
Location
Exeter  
Posted
30/04/2015 (12:29) 
Agency
Job Type
Permanent 
Description

Job Title: Independent Financial Advisor

Locations: Nationwide with principal hotspots in:

* Exeter / Taunton

* London

* Guildford / Gatwick / Heathrow

* Oxford

* Reading / Basingstoke / Guildford

* South Coast

* Manchester / Chester / Bury

* M62 Corridor

* Leeds

* Newcastle

All of the above hotspots have clients available for servicing

* Midlands

Salary / OTE: Average Advisor OTE £70,000 and many earning in 6 figures

Competitive commission rates

No fees

Proposition:

* Our client company is a leading IFA and Discretionary Wealth Management firm, established in 1990 and is a public quoted company.

* Currently, they have 140…

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Job Type
Permanent 
Applications
Less than 10  
 
Salary/Rate
£40000/annum 
Location
Leeds  
Posted
04/05/2015 (18:12) 
Agency
Job Type
Permanent 
Description

iRecruit are currently seeking an experienced Independent Financial Advisor to work for a thriving wealth management and insurance advisor based in the North West of Leeds. With a competitive salary and many additional benefits, this is a great opportunity to work with a secure and rapidly expanding organisation that have been running for over 75 years and are still very much family run at the core.

The Role

A significant part of the IFA role will be self-generating of leads with some management support. The successful candidate will be expected to do their own report-writing in the initial stages, with a few to bring on sales support…

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Job Type
Permanent 
Applications
Less than 10  
 
Salary/Rate
£45000 - £50000/annum 
Location
South East  
Posted
30/04/2015 (13:01) 
Agency
Job Type
Permanent 
Description

Our client is a successful and independent IFA based in East Sussex. Currently there are 7 diploma qualified Advisors who cover the South East area, but the opportunities are such that they’re recruiting 3 furthers Advisors during 2015 to share in their success. They cover the entire financial services market, both commercial and personal, and research the broader financial services market to identify and provide the best options for each customer. Repeat business levels are high as they have a high service ethic, and all Advisors receive office and administration support so their time is available to meet customers, review their needs…

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Job Type
Permanent 
Applications
More than 10  
 
Salary/Rate
£30000 - £100000+/annum OTE 
Location
Manchester  
Posted
20/05/2015 (16:08) 
Agency
Job Type
Permanent 
Description

We are pleased to be working with a well established boutique practice who require an exceptional, top performing, Independent Financial Advisor to provide expert advice to their UHNW, HNW and Corporate clients regarding Financial Planning, Retirement & Estate Planning, Investments and Corporate Pensions.

The candidate should be Diploma Qualified and used to dealing with a range of HNW, UHNW and corporate clients.

The qualities we are looking for in a candidate are the drive, desire and determination to succeed, honesty, integrity and above all outstanding communication skills.

If you are hardworking, have the right attitude…

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Job Title
Salary/Rate
£36000 - £40000/annum + Car Allowance 
Location
Westerham  
Posted
27/04/2015 (15:56) 
Agency
Job Type
Permanent 
Description

Financial Advisor

£36,000 - £40,000 + Car Allowance

My client, an independent wealth management company are looking to recruit for a Financial Advisor

As an Financial Advisor you help build the company either on an employed or self employed basis. You will be supplied with leads, along with paraplanner and administrative support.

Duties of an Financial Advisor will include:

To promote the interests of the company and devote the whole of your time and attention to the business of the Company during normal working hours.
To perform such duties and exercise such authorities as the Company shall from time to time delegate to you.
To comply…

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Job Type
Permanent 
Applications
Less than 10  
 
Job Title
Salary/Rate
£36000 - £60000/annum 
Location
Posted
20/05/2015 (19:31) 
Agency
Job Type
Permanent 
Description

Job Title: Independent Financial Advisor (self employed)

Location: Swansea

OTE of circa £36,000 - £60,000+ pa

Proposition:

* A highly experienced Principal with over 20 years’ experience in financial services who founded two other highly successful Financial Advisory firms and launched this directly authorised, Independent Financial Planning firm in 2012.

* The team currently has 3 IFA’s and 2 administrators and are looking to grow by a further 3 Advisers and an administrator over the next 9 months.

* Advisers will be able to work from their prestigious new office premises.

* You will be providing bespoke financial planning solutions…

More
Job Type
Permanent 
Applications
Less than 10  
 

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Salary/Rate
£45000/annum Benefits 
Location
Southampton  
Posted
18/05/2015 (16:57) 
Agency
Job Type
Permanent 
Description

My client is looking for an experienced IFA to join their team in Southampton. The successful candidate will provide a first-class independent advisory service to existing and prospective clients.

The role requires management of an existing client base generating circa £200,000 of annual income due to the planned retirement of an existing Advisor. You will also be required to generate new business through referrals, repeat business and through professional connections.

The role:
*Provide a Wealth Management service to an existing Pension & Investment client base
*To increase the value of the client base through repeat and referral business…

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Job Type
Permanent 
Applications
Less than 10  
 
Location
London  
Posted
05/05/2015 (11:47) 
Agency
Job Type
Permanent 
Description

Senior Advisers within a leading City-based IFA firm are looking for bright, motivated individuals to join their Graduate Training Scheme.

The graduate will receive the training and technical support required to ensure the successful negotiation of the ‘Diploma in Financial Planning’.

This incorporates exams in RO1 – Financial Regulation & Ethics, RO2 – Investment Principles and Risk, RO3 – Personal Taxation, RO4 – Pensions & Retirement Planning, RO5 – Financial Planning and RO6 – Financial Planning Practice. Importantly, all the costs of this process are borne by the scheme.

Intensive, ongoing client-facing and advisory skills…

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Location
Nationwide  
Posted
12/05/2015 (08:40) 
Agency
Job Type
Permanent 
Description

Financial Advisor / WEALTH MANAGER

SUPPORT: Paraplanner + Client Relationship Manager
LOCATION: Home Based (Ideal 1-2 days in office: Leicester, Newmarket, Or London)

My client is an expanding and successful Pensions Provider and Wealth Management company and due to continued growth they are now looking to appoint a Consultant to expand their National team.

To provide a proactive, personal service to clients, ensuring they receive accurate information and are advised on the products that meets their individual requirements and circumstances. My Client provides integrated wealth management services, incorporating pension consultancy…

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Job Type
Permanent 
Applications
Less than 10  
 
Salary/Rate
£26621 - £29948/annum 
Location
Northallerton, North Yorkshire  
Posted
28/04/2015 (15:57) 
Agency
Job Type
Permanent 
Description

Money Advisor/ Welfare Benefits Officer/ Financial Advisor (Public Sector)
Northallerton
Salary Band £26,621 - £29,948

Committed to delivering the highest levels of customer service, our client provides a comprehensive range of services to approximately 5,600 homes in and around North Yorkshire.

Part of their finance team, your main function will be to provide accessible and independent support and guidance to enable/empower customers to improve their financial situation. Working directly with customers in their own homes, you will deliver debt counselling, welfare benefits and budgeting advice. You’ll also help them prevent/reduce rent…

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Job Type
Permanent 
Applications
More than 10  
 
Job Title
Salary/Rate
£40000 - £65000/annum Benefits 
Location
Posted
07/05/2015 (14:38) 
Agency
Job Type
Permanent 
Description

Independent Financial Advisor - Derby - Up to £65,000

Company

My client provides financial planning and investment advice to high net worth families, with an exceptional reputation within their field. Professionalism, efficiency and trust with the clients and colleagues is paramount. They now have a vacancy for an experienced Chartered Financial Planner to join the forward thinking and dedicated team, this is a new role based in the East Midlands office, reporting to the Managing Director & Compliance.

Role Profile

Take responsibility for managing a portfolio of wealthy (£1m +) families and providing on-going reviews
Create new…

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Job Type
Permanent 
Applications
Be First to Apply  
 
Job Title
Salary/Rate
£40000 - £50000/annum £5,200 car allowance, benefits, bonu 
Location
Shropshire  
Posted
15/05/2015 (15:45) 
Agency
Job Type
Permanent 
Description

Financial Planner
Shropshire
Salary up to £50,000 plus £5,200 car allowance, benefits, bonus

We have been retained by fee-based financial planning business who work with wealthy private and corporate clients on an independent basis, the firm have an approach to financial planning which is based around delivering quality. With a consistent flow of quality clients through professional connections, group schemes and joint ventures, the firm are now looking to appoint a well qualified Financial Planner to service the leads - there is an active client bank of 80 clients to pick up initially.

You will provide holistic planning predominantly…

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Job Type
Permanent 
Applications
Less than 10  
 
Related Searches
 
Location
Glasgow Airport  
Posted
05/05/2015 (10:04) 
Agency
Job Type
Permanent 
Description

This unique role has been created within a Financial organisation based just outside Glasgow. We are currently looking for a financial administrator to undertake the duties detailed below:

* Working directly with independent financial advisers ensuring that they are fully compliant and adhering to the FCA's regulations
* Answering all telephone enquiries and dealing with customer questions
* Processing mortgage and insurance claims
* This role also involves report writing and general administration tasks

The ideal candidate will be from a financial services back ground (preferably working within financial advisers…

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Job Type
Permanent 
Applications
More than 10  
 
Salary/Rate
£20000/annum 
Location
Newcastle, Tyne and Wear  
Posted
14/05/2015 (15:55) 
Agency
Job Type
Permanent 
Description

Morris Jones Consulting Ref:
P328953PJB

Job Title:
IFA Administrator

Salary: to £20,000

Overview:
An excellent opportunity has arisen for an IFA Administrator to join a well-established reputable IFA practice in Newcastle, on a permanent basis.

Main Duties:
A fantastic opportunity has arisen for an experienced IFA Administrator to join a firm of Independent Financial Advisers based in Newcastle.

Key Accountabilities will be as follows:

• Providing technical administrative and paraplanning support to IFAs based in the North East.
• Researching products including pensions, investments and protection, obtaining quotes and existing…

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Job Title
Location
Posted
15/05/2015 (15:50) 
Agency
Job Type
Permanent 
Description

SELF EMPLOYED IFA - Lancaster

IDEX Consulting have recently partnered a national firm of Independent Financial Planners who have established a unique and ethically strong offering to the financial planning market across the UK. With clear differentiators from their competitors, they now seek to recruit a number of Self Employed IFA's to be part of their vision and growth.

This is a rare opportunity in the market where successful candidates will be provided with a minimum of 3 high quality pre-qualified leads per week, a technical paraplanning and administration support team and strategic direction from an innovative and technologically…

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Job Type
Permanent 
Applications
Be First to Apply  
 
Job Title
Location
Huddersfield  
Posted
15/05/2015 (17:48) 
Agency
Job Type
Permanent 
Description

The suitable candidate will have his or her SPS (Statement of Professional standing).

Our client is a Chartered Accountants and Business Advisors firm and they are looking for an Independent Financial Advisor with a strong service ethic. This forward thinking firm is process driven and has focus on quality. Due to fantastic client retention and company generated leads they are looking to grow.

The successful candidate will have client facing experience and be looking to work on a self-employed basis with the support of this business. Duties will include networking, meeting with clients and conducting presentations. You will be encouraged…

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Job Type
Permanent 
Applications
Be First to Apply  
 
Salary/Rate
£20000 - £25000/annum BENEFITS 
Location
Solihull  
Posted
29/04/2015 (15:23) 
Agency
Job Type
Permanent 
Description

FINANCIAL SERVICES CO-ORDINATOR

SOLIHULL BASED WEALTH MANAGEMENT COMPANY

TO £25000 DEPENDING ON LEVEL OF EXPERIENCE + BENEFITS

- looking to join an expanding team in a well-respected and successful Wealth Management company?
- experienced of workings in an independent financial advisory business and be comfortable working in a fast paced, deadline driven environment?
- passionate about delivering a professional, efficient service?

This role could be for you!

We're seeking a talented individual who will have gained previous recent and relevant experience working in an independent financial advisory business.

In a nutshell - this role…

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Job Type
Permanent 
Applications
More than 10  
 
Salary/Rate
£20000 - £25000/annum doe 
Location
Glasgow  
Posted
14/05/2015 (13:20) 
Agency
Job Type
Permanent 
Description

Financial Services administrator

Salary £20000-£25000

Cordant people are recruiting for an experienced financial services administrator for a prestigious independent financial advisor based in the west end.

The client prides themselves on taking the one to one approach and going the extra mile to deliver great service and develop long term relationships with their clients.

The role will involve but not limited to :

Supporting paraplanners, financial advisors and mortgage advisors
Typing letters
Preparing reports
Issuing policy documents
Use of microsoft packages
Preparing and maintaining databases
Taking proposals

The successful…

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Salary/Rate
£40000 - £45000/annum Benefits 
Location
Warwickshire  
Posted
15/05/2015 (15:46) 
Agency
Job Type
Permanent 
Description

Financial Planner
Warwickshire
Salary up to £45,000

We have been retained by fee-based financial planning business who work with wealthy private and corporate clients on an independent basis, the firm have an approach to financial planning which is based around delivering quality and also have their own DFM. With a consistent flow of quality clients through professional connections, group schemes and joint ventures, the firm are now looking to appoint a well qualified Financial Planner to service the leads and work closely with the professional introducers to gain new business.

You will provide holistic planning predominantly to wealthy…

More
Job Type
Permanent 
Applications
Less than 10  
 
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